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市場調查報告書

印度製藥企業的未來展望:下一階段成長的加速化 - 擴大學名藥以外領域的價值鏈

India Pharma Outlook 2015: Accelerating growth to the next level: Moving up the value chain beyond Generics

出版商 MP Advisors 商品編碼 295955
出版日期 內容資訊 英文 109 Pages
商品交期: 最快1-2個工作天內
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印度製藥企業的未來展望:下一階段成長的加速化 - 擴大學名藥以外領域的價值鏈 India Pharma Outlook 2015: Accelerating growth to the next level: Moving up the value chain beyond Generics
出版日期: 2015年02月02日 內容資訊: 英文 109 Pages
簡介

印度國內的醫藥品市場已從2013年的不景氣中恢復,到2014年轉為成長,一般認為2015年也將持續成長。另一方面,美國目前雖是印度的學名藥最大出口市場,但由於通過FDA(食品藥物管理局)認証的相關麻煩也很多,而同時也朝向開拓新興市場方面發展。印度政府致力於強化國內製藥業界,並宣布2015年為「原料藥(API,醫藥品有效成分)年」。由於製造成本低、及合資企業等經營策略,讓複合學名藥和生技仿製藥領域都有興起的趨勢。

本報告提供印度製藥企業的整體商務及市場成長相關展望。

目錄

  • Aurobindo Pharma:業績的最終復甦
  • Biocon:全球與各國的產業合作和研究製造業務委託服務 (CRAMS)市場更進一步的擴大-今後促進成長的要素
  • Cadila:NCE (新化學成分),生技仿製藥,經皮藥,複合學名藥
  • Caplin Point:無欠債企業與強有力的經營- 透過南美的投資策略預測將持續成長
  • Cipla:為了能迅速反映研究成果的新領導
  • Dishman:從腫瘤相關的CRAMS轉換到原料藥(API)企業的高度可能性-策略是否有效運作?
  • Dr. Reddy's:腫瘤學名藥和複合製劑促進了今後的成長
  • Glenmark:今後2年NBE (新生物成分)/NCE開發平台的成熟化,提升了可見度
  • Jubilant Life Science:一體型CRAMS商務 - 財政重建無法解決根本問題
  • Lupin:真正全球化的印度企業-是否進入新的成長階段?
  • Natco:在美國·印度市場上活用化學·製劑·智慧財產權(IP)的優勢
  • Orchid:即使推動企業債務重組 (CDR)也讓經營團隊失去自信
  • Panacea Biotech:CDR通過認證,讓製劑產業擁有希望
  • Shilpa Medicare:腫瘤API的領導者,也致力於其他的產業(胜肽,複合製劑) - 接下來是美國市場
  • Stride Arcolab:與Shasun合併後的新婚蜜月期間
  • Sun Pharma:印度最大的非專利企業,也挑戰生物醫藥品的開發

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目錄
Product Code: 4482

Domestic sales improved in 2014, recovering from the slump in the 2013 caused by the market's reaction to the new drug pricing policy. In 2015, growth is expected to continue to be healthy, as the momentum continues and improving economic growth allow more spending on healthcare. Sun Pharma acquisition of troubled Ranbaxy helped it to become the leading Indian pharma company in terms of domestic market share. Sun's in-licensing of biologics from Merck also indicates, Indian companies willingness to advance its pipeline towards upper value chain. Though, US market remains the largest market for India generic exports, it is witnessing a slowdown in product approvals and channel consolidation which has impacted overall pricing and margin for the industry. The increase in audits by US FDA staff on the Indian plants of both multinationals and Indian companies have led to an increased number of issuance of warning letters. Indian Pharma companies are trying to diversify into other markets such as Brazil, Mexico, Venezuela and also in some East European markets to lower this growing dependency on the US.

Department of Pharmaceuticals (DoP), Ministry of Chemicals and Fertilizers, Government of India under 'Make in India' program has decided to declare the year 2015 as 'Year of Active Pharmaceutical Ingredients (API).' Under the 'Make in India' initiative, it is expected that the government will introduce many industry-friendly policies and incentives to give a major thrust to the growth of Indian bulk drug industry to make it a formidable force globally. State government of Telnagana has already announced many incentives for the bulk manufacturing units.

Indian companies are taking center stage in Complex Generics at US and EU markets. In Bio-similars, Indian companies will have perhaps the largest basket aimed at Emerging Countries in 2015-20 and later for Developed countries. Though few but is the beginning of NCE/mAb development by Indian companies is a sign of Indian Generics moving up in the chain. Biopharma/ biotech companies in India, S. Korea, China may have significant advantages of low-cost manufacturing, colossal markets, and healthy government support over potential peers from other regions. The cost barriers in the biosimilar market lead regulated marketed giants to tie up with Asian companies to gain access to these advantages and hedging their bets through a joint-venture strategy.

Aurobindo Pharma - Recovery so Far, So Good

  • Strong Presence in US market - Channel consolidation has no Impact so far
  • Acquisition of commercial operations in Western Europe from Actavis
  • Domestic Business
  • Antiretroviral (ARV) Business
  • Table 1: Global Regulatory Filings

Biocon - Global Partnerships and Creating Further Value of CRAMS -Future Drivers

  • Near term Growth Drivers
  • Long term growth Drivers
  • R&D Partnership Update

Cadila - NCE, Bio-Similars, Transdermal and Complex Generics

  • US remains the key growth driver
  • NCE/NBE pipeline
  • Table 1: Key transdermal products and timelines for filing and approval
  • Table 2: colon targeted drugs -near to medium term growth driver of Cadila Healthcare

Caplin Point - Debt free Company With Strong Management - Latin America Investment Strategy will Provide Consistent Growth

  • Formulation capabilities:
  • Financial status:
  • Export business:
  • Contract Manufacturing

Cipla - Fresh Leadership to Start Delivering Results Soon!

  • Solid Base to Enter 'Front-End' Marketing In Overseas Markets
  • Capabilities in the Respiratory Area
  • Initiatives to Bring Value to the Society Continue
  • Table 1: Respiratory coverage
  • Table 2: Strong manufacturing to cater to global markets
  • Table 3: Wide technology platform base
  • Table 4: Wide technology platform base

Dishman - High Potent/Onco CRAMS to API: Will These Strategies Work?

  • India CRAMS - Challenges Faced
  • New Initiative At Business Segments
  • Figure 1: Crams business - value chain
  • Table 1: Bulk API products - highly potent
  • Table 2: Bulk API products

Dr. Reddy's - Onco Generics and Complex Formulation Are New Catalysts for Growth

  • Rich Pipeline with 'difficult to make' products
  • Positioned Well to participate in Biosimilars opportunities
  • Russia/CIS - Momentum Continues:
  • Figure 1: Varieties of formulations in pipeline
  • Table 1: Expected new launches in next three years
  • Table 2: Select products launched by Dr. Reddys in past three years
  • Table 3: Leadership products in Russia
  • Table 4: Growth of sales in Russia

Glenmark - Maturing NBE/NCE pipeline Visibility to increase in the next two years

  • Buisness Segments
  • Junivia Case
  • India formulation
  • USA Formulation
  • Africa, Asia and CIS Region (ROW)
  • Europe Formulation
  • Latin America
  • API Business
  • Domestic Business
  • Further Value Creation
  • R & D pipeline Update

Jubilant Life Science - Integrated CRAMS Business - Financial Restructuring Unlikely Solve Key Issue

  • Pharmaceutical Business De-growth to Impact Margin
  • Life Science Ingredients margin is not very attractive!
  • Geography wise Business and Long term Outlook

Lupin - A True Global Indian Company - Will Enter New Phase of Growth

  • Solid Foundation in USA
  • Japanese success story is likely to be continued:
  • Increasing investments in R&D are strengthening the foundation:
  • Chart 1: Lupin: business split for fy 03/14
  • Table 1: upcoming ftf opportunities
  • Annexure 1: strategic initiatives and alliances in fy 03/14

Natco - Leveraging Chemistry, Formulation and IP Strengths - For US and India markets

  • New Market Entry
  • Leading oncology player in domestic market
  • API Exports
  • NCE pipeline
  • CML Market position
  • Key Oncology in Domestic Market to Value in Coming Years

Orchid - CDR in place but Lost Confidence on Management

  • US Formulation Business, the Key Growth Driver, Strategy still a question?
  • From the ANDAs list, we see four products, where Orchid has meaningful opportunity - Depends on the partner it chooses:
  • Facilities Post Hospira deals:
  • Table 1 :Cephalosporin API Us DMF List
  • Table 2A: Us Antibiotic Consumption In Volume
  • Table 2B: Cephalosporin's Consumption In Volume
  • Table 3 : Key Andas And Competition

Panacea Biotech : CDR Approved: Turnaround Expected From Formulation Business

  • Panacea has shown confidence in rebuilding the business through research and strategy
  • Business Segments Review
  • Indian Market Position
  • International Markets Updates
  • Strategic Alliances
  • Joint Venture Partnerships with Global Companies
  • Panacea Biotec Research Capabilities
  • Formulation Platform technologies Developed
  • Manufacturing Facilities- Regulatory Approval
  • WHO and UNICEF Vaccine Business Update
  • Table 1: NDDS Pipeline

Shilpa Medicare: A Leader in Oncology API, Expanding into Non-Onco, Peptides and Complex Formulations - US Market the Next Target!

  • Acquisitions so far
  • Table 1 : Select Key Oncology API And Their DMF Status
  • Table 2: Select Non-Onco API And Their DMFStatus
  • Table 3 : Select API Under Development

Stride Arcolab : Honeymoon Phase on- post Merger with Shasun

  • Complementary Business- Shasun and Strides
  • Malaria and HCV opportunity are future growth drivers--
  • Notable acquisitions with Stride Arcolab
  • Biotech/Biosimilar- Long term Drivers- Stelis Biopharma
  • Hedging Risk in biosimilar/biologics

Sun Pharma, : Largest Indian generic Company venturing into Biologic Innovation

  • Domestic market - balanced portfolio, sustainable base
  • Leadership in Domestic Oncology Market is Likely to be Maintained:
  • Overseas Market Business
  • Rest of the world formulation business:
  • Acquisition & Collaboration and its impact on the company's growth
  • Table 1: Domestic Chronic Disease Focused Portfolio
  • Table 2 : Year Wise Approvals In The Us
  • Table 3 : Therapy Wise Approvals In The Us
  • Annexure 1 : History Of Creating Value By Executing Value Assets
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